arrow-dk The Modern Twist to Getting Your Affairs in Order

How to Avoid 5 Common Mistakes That Put Your Family in Crisis


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Your “Now and Then” Plan is your common sense plan that gives you the ability to manage your information, make good decisions, and provide valuable information to your family in the case of an emergency.   It’s the difference between chaos and control in a crisis.     Don’t leave a mess for your family!   


Charlie-earlybirdparty EARLY BIRD SPECIAL – AVAILABLE NOW  (Offer Ends September 30th!)  

WAHOOO!!    We are celebrating the launch of our new Online Planning Tool (OPT) and Learning Lab!      If you’ve been thinking you might need to get your affairs in order and have more questions than you do answers, this EARLY BIRD SPECIAL is for you!   Save big bucks, get your plan done and get on with life!

  – 1 year online planning subscription
  – Pre-formatted Notebook
  – 6 Week, Step-by-Step Online Course ***
  – Legacy List Builder – Capture pictures and stories of family heirlooms

*** Course started July 8 – but don’t worry, you can watch recorded sessions

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FREE WEBINAR – “Then New Information Gap Wreaking Havoc on Families and What To Do About It” 

Thursday September 25th
7:00 CST 

If you are part of a couple or if you are single, you keep a lot of information about your life in your head.   We call this a knowledge silo.  If you take a quick inventory of all the moving parts of your life you realize that it is one big puzzle and you are the only person holding the key to that puzzle.   This can be disastrous for your family if an emergency comes up.    Join us for this eye-opening webinar to learn what you can do to make sure your family is informed if something should happen.



Your own house property serviceFREE Webcast –  “Demystifying Estate Planning”
Studies show that about 50% of baby boomers don’t have a will and an estate plan in place, and that number is higher with the younger population.   Why is that?

On August 28th, we held a live webcast  where we brought estate planning into the spotlight and busted through some of the myths around estate planning that keep people from getting their wills done.      We will explored software wills, online legal planning and how to get the most “bang for your buck” when working with an attorney.        Plus, we had a lively round of questions from our viewers and our  live guest, Margaret Menicucci,estate attorney and counselor at Braun & Gresham did a great job on the hot seat!


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